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Tag Archives for: "CPA"

Three Ways Women are Changing the Financial Industry

March 8, 2018
#Women
 Three Ways Women are Changing the Financial Industry

In many ways, finance is no longer seen as “the man’s job.” While a woman’s influence has long been a powerful force, her role as an economic driver has become more recognized – and it’s starting [...]

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Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

February 11, 2018
#In The News
 Don’t Let the Fear of Looking Stupid Lead to Money Mistakes

Don’t know what to do with your money? Here’s how to brush off embarrassment and get help. Marianela Collado shares insights on how you can manage your money like a pro. You may not [...]

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Marianela Contributes to the Journal of Accountancy as a Guest Editor and Author

February 1, 2018
#In The News
 Marianela Contributes to the Journal of Accountancy as a Guest Editor and Author

Tobias Financial Advisors CEO Marianela Collado started her financial career as CPA. In the February 2018 edition of the Journal of Accountancy, she gets back to her accounting roots both serving [...]

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To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

January 29, 2018
#In The News
 To Knock Out Debt Faster, It’s Time To Reassess Your Payoff Plan

Ben Tobias shares insights on how you might maximize your tax plan for paying off debt: If you’re taking the standard deduction, “effectively, all that interest is no longer [...]

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Planning For Tax Reform: To Be Or Not To Be?

December 20, 2017
#In The News
 Planning For Tax Reform: To Be Or Not To Be?

Marianela Collado shared her tax expertise with the South Florida Reporter before the recent changes to the tax code. Read the full article online.   Hyperlinks on this site point to sites [...]

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6 Female CPAs Share What They Want Their Female Clients to Know About Investing

December 15, 2017
#In The News
 6 Female CPAs Share What They Want Their Female Clients to Know About Investing

Marianela was one of 6 female CPAs interviewed in an article in Zing! By Quicken Loans that asked them to share what they want their female clients to know about investing.You can read the [...]

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Marianela Collado from Tobias Financial Advisors Honored with AICPA “Standing Ovation” for Top Young CPA in Personal Financial Planning

June 15, 2017
#In The News, TFA News
 Marianela Collado from Tobias Financial Advisors Honored with AICPA “Standing Ovation” for Top Young CPA in Personal Financial Planning

FOR IMMEDIATE RELEASE Marianela Collado from Tobias Financial Advisors Honored with AICPA ‘Standing Ovation’ for Top Young CPA in Personal Financial Planning Recognition Given at the [...]

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Saving for Retirement with 401K Plans

August 10, 2016
#In The News, Retirement Planning
 Saving for Retirement with 401K Plans

While retirement may have been the responsibility of employers in the past, to retire today hinges on your own foresight and planning. Regardless of how far into the future your retirement may [...]

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Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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